From Luxury Cars to £63m in AUM, a Financial Planning Career Pivot With Nathan Ind of St James's Place

Financial Planner Life Podcast

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Ever wondered how selling luxury cars could lead to managing 63 million in assets? Join us for an enlightening conversation with Nathan Ind, a partner at St James's Place, as he shares his remarkable career journey from the motor trade to financial planning via the St James's Place Academy.
Nathan's story isn't just about changing careers—it's about leveraging diverse experiences and mastering the art of building client relationships. Discover how his early days washing cars and climbing the ranks of the motor trade laid the foundation for a successful transition to financial planning.
Learn how Nathan honed his soft skills and practical knowledge at the St James's Place Academy, transforming his sales and relationship-building expertise into a thriving financial services practice. We dive into the pivotal role of emotional intelligence and the academy’s innovative training techniques, which include role-playing and adapting communication styles. Nathan’s insights on understanding client personalities and asking the right questions are invaluable for anyone looking to excel in client-facing professions.
Uncover Nathan’s strategic approach to building a client base, starting with mortgages and expanding into comprehensive financial planning. Hear his thoughts on the power of traditional client-building methods over social media, the benefits of the Business Succession Planning (BSP) model, and the significance of maintaining genuine relationships.
Nathan's story underscores the timeless principles of hard work, consistency, and exceptional customer service in creating a successful financial planning career. Whether you're considering a career change or looking to enhance your client relationship skills, this episode offers a wealth of actionable insights.
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Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.

With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs

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Розділи

1. Career Transition (00:00:00)

2. Soft Skills and Practical Training Academy (00:10:33)

3. Building a Client Base Through Mortgages (00:21:34)

4. Building Client Base With BSPs (00:27:08)

5. Building a Client Base Through People (00:33:07)

6. Importance of Building Client Relationships (00:43:48)

7. Simplicity in Career Success (00:47:48)